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Our Team

Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.

David Klein Headshot

David Kline, CFP®, CBEC®

Private Wealth Advisor

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Joi Wilson

Client Service Associate


Steve Kolano, CFA

Chief Investment Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Steve Carrigg, CFP®

Private Wealth Advisor

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

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Derek Chesley

Case Design Specialist

Katrina Pignone Headshot

Katrina Pignone

Practice Manager

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

CASL conferred by The American College.


CRPC conferred by College for Financial Planning.

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